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20121226
20121226
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will create record vak kiss on the laws. >> which stocks specifically are going to suffer in home depot, radio shack, possibly shorts authority, some of the other office supply category killer stores. >> let me go in mr. glass half hull. anybody coming through had. as mentioned referenced so well. you also have you are even outfitters tutting it on ol centr retailers who have not reinvested back in the business are secularly having the shoppers shift away from them. they are going to have a tougher time. >> i think it's too late to save herb greenberg's bet with brian sullivan for this year, but you were on our show just recently, and you've turned positive for j.c. penney. >> i was a lot more positive at 17 than i do 21 and i do think the middle will do better than the upper end or the bottom. the upper end retailers will get hurt because of the tax rates and the lower end hurt because of social security taxes. guys in the middle will do better. the place to be will be the mossle so thenny's will have better numbers in q q4. >> felt like we were talking to stadler on this one. >> does that ma
. >>> and this is interesting if you have been following the herbalife story. they're working with the law firm-by-schiller, in connection with the fight with billackman. shorting the company. last week he revealed he had been shorting the stock. the "wall street journal" saying it's not clear what counsel the corporate litigator could be offering herbalife, you can imaginin it's going to get tough and aggressive. at some point we've got to talk about julian -- julian robertson on twitter. if we'll consider that a headline. if he's on twitter -- >> did you know about this? >> no. >> there's a handle -- >> i've seen other people that it's obviously not them -- >> this could be him, though. and there's a big debate. a raging debate going on line about whether julian robertson is actually tweeting or not. you have a view? >> i -- i'm going shy away from this conversation other than -- >> we need to find out, though. >> other than to say it's a raging debate. >> i e-mailed him. this julian robertson -- >> how do you know you're e-mailing the right one? >> wow. >> because i have e-mailed with him pr
. ackman. >> they also hired shiller, the law firm. not clear why they would hire a law firm at this point. no reason given. they have hired them, which is another, hmm, wonder what they're up to kind of move. bob pisani is on the floor with what's moving today. >> we're up 24 points in the dow. and a lot of people think a grand bargain is impossible at this point. but president obama coming back from vacation in hawaii. that's an indication that some kind of deal -- however small -- is definitely coming. i want to point out, and i know you've been negative on this mastercard data on retail sales, and everybody thinks it's going to be a mess for the holiday season. i want to point out that the stocks are not acting that way. that this is a disaster for the season. the s&p retail index hit an historic high on december 3rd. historic high. since then, it has only been down about 3%. these stocks are not acting like there's a disaster. i can give you several reasons why they're not down so far. number one, we are going to see eps growth in the fourth quarter from some of them because of the ex
care law could cause insurance premiums to doublery 2013. ? >> there's some places where the premiums will go up by 100%. a 49-year-old in texas can buy a $5,000 deductible policy that's well below the 60% threshold so if i'm at a 45% threshold policy, the and it goes up to 60%, you have a 33% increase just to moving the benefits up. >> seems crazy, that the system is broken and could still double by 2014. >> if we're going to warn americans, somebody's got to pay for it. >> how do you think it's going to pay out, who is going to or what? >> i think it won't start right away like everyone hopes it will. there won't be an october 1st, 2013, are a bright new plan available for everybody, and it's not going to be cheaper, but i think it will be a start and it will be fits rand smart. if we want to insure more americans, and in the long run if we control our krosts we can control that over time, bring in back in line. the higher proem dums you talking about, does that measly mean higher percentage for you? >> no necessarily because the people coming in will cost more. >> do you think they
Search Results 0 to 3 of about 4